证券日报网讯2月4日，诺诚健华在互动平台回答投资者提问时表示，截至2026年1月31日，诺诚健华A 股股东户数约为1.96万户。 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09969 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | 本月底法 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09969 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | 本月底法 ...

Core Viewpoint - The pharmaceutical sector is experiencing a mixed performance in 2025, with a significant number of companies forecasting profit increases, while others are facing substantial losses. Group 1: Profit Forecasts - A total of 283 pharmaceutical stocks have disclosed their 2025 earnings forecasts, with 160 companies expecting year-on-year profit growth. Among these, Sino Medical has the highest projected increase, with an expected profit growth of over 32 times [1][4]. - WuXi AppTec is anticipated to achieve a record net profit of 19.15 billion yuan, marking the highest since its listing. This includes nearly 5.6 billion yuan in non-recurring gains from the sale of equity interests [6]. - Sino Medical's projected net profit for 2025 is between 43 million and 50 million yuan, reflecting a year-on-year increase of 2,767% to 3,233%. The growth is attributed to stable revenue from its neuro-interventional business and a 22% increase in its coronary intervention business due to the implementation of a national procurement policy [4][5]. Group 2: Loss Forecasts - Over 120 companies are forecasting profit declines for 2025, with 39 facing their first losses since going public, including companies like Zhifei Biological and Zhenbao Island. Zhifei is expected to report a loss of between 10.698 billion and 13.726 billion yuan, a decline of 630% to 780% compared to the previous year [2][8]. - Zhenbao Island anticipates a net loss of between 1.012 billion and 1.173 billion yuan, attributed to delays in the procurement process and increased cost control measures [8]. - Huiyu Pharmaceutical's losses are primarily due to non-core investment losses, with a fair value loss of 173 million yuan from its investment in Zhejiang Tongyuan Kang Pharmaceutical [9]. Group 3: Innovative Drug Companies - The innovative drug sector is showing signs of recovery, with companies like Nocera and Rongchang Biopharma expected to turn losses into profits. Nocera forecasts a net profit of approximately 633 million yuan, a significant increase from the previous year [3][11]. - Rongchang Biopharma is also expected to achieve profitability with projected revenues of around 3.25 billion yuan, a year-on-year increase of about 89% [11]. - Companies like Junshi Biosciences are reducing their losses significantly, with an expected net loss of around 873 million yuan, a reduction of 408 million yuan compared to the previous year [11][12].

以下是第一财经对一些重要公告的汇总，供投资者参考。 ST开元公告称，公司预计2025年度经审计的期末净资产为负值，根据《深圳证券交易所创业板股票上 市规则》，在披露2025年年度报告后，公司股票交易可能被深圳证券交易所实施退市风险警示。 长飞光纤：全球光纤光缆行业市场环境正常 与数据中心相关的新型产品占需求总量的比例较小 长飞光纤发布异动公告，公司注意到近期市场对电信市场光纤光缆产品供需结构和价格波动，及算力数 据中心相关产品关注度较高。当前全球光纤光缆行业市场环境正常，产品单价波动对公司未来业绩的影 响需结合未来市场环境及公司业务情况进行综合判断。而与数据中心相关的新型产品占全球光纤光缆市 场需求总量的比例较小，敬请广大投资者注意投资风险，理性决策，审慎投资。 2连板利通电子：液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波德申AI数据中心 项目 利通电子发布异动公告，关于网传的"液冷技术突破:自研浸没式液冷模组适配英伟达H100/B100芯片， PUE值低至1.09，运维成本下降42%。"、"利通电子拥有自研的液冷技术（PUE值低于行业平均），能 帮助解决数据中心高能耗的痛点，提升资源利用率 ...

Core Viewpoint - The performance of A-share pharmaceutical stocks in 2025 shows a mixed outlook, with 283 companies disclosing earnings forecasts, where 160 companies expect profit growth while over 120 companies anticipate profit declines, indicating a significant divergence in the industry [1][3]. Group 1: Profit Growth - Among the 283 pharmaceutical stocks, 160 companies are expected to see a year-on-year increase in net profit, with Sino Medical (688108) leading the pack with a projected increase of over 32 times [1][3]. - Sino Medical forecasts a net profit of 43 million to 50 million yuan for 2025, representing a year-on-year growth of 2,767% to 3,233% [3]. - Other notable companies with significant profit growth include WuXi AppTec, Hanyu Pharmaceutical, and Kangxino, with 65 companies projecting a net profit increase of over 100% [3][4]. Group 2: Profit Decline - Over 120 companies are expected to report a decline in net profit for 2025, with 39 companies facing their first losses since listing, including well-known firms like Zhifei Biological and Zhenbao Island [1][5]. - Zhifei Biological anticipates a net loss of approximately 10.698 billion to 13.726 billion yuan, marking a year-on-year decline of 630% to 780% [6][7]. - The decline in the vaccine sector is attributed to decreased public willingness to vaccinate and increased vaccine hesitancy, leading to significant performance pressure across the industry [7][8]. Group 3: Innovative Drug Companies - Several innovative drug companies are reporting positive trends, with some achieving profitability or significantly reducing losses. For instance, Nocren Pharmaceutical is expected to turn a profit for the first time, projecting a net profit of around 633 million yuan [10]. - Rongchang Biopharmaceutical is also expected to turn a profit, with a projected net profit of approximately 716 million yuan, driven by strong sales of core products [10]. - Companies like Junshi Biosciences and Amgen have not yet achieved profitability but are showing a clear trend of reduced losses, indicating a gradual transition towards commercialization and revenue growth in the innovative drug sector [11].

Market Performance - The Shanghai Composite Index rose by 0.16% to 4157.98 points, while the Shenzhen Component fell by 0.3% and the ChiNext Index dropped by 0.57%[1] - The Hong Kong Hang Seng Index increased by 0.51% to 27968.09 points, with the Hang Seng Technology Index declining by 1% and the Hang Seng China Enterprises Index rising by 0.42%[1] - The total market turnover in Hong Kong was 3319.942 million HKD[1] Currency and Economic Relations - The U.S. Treasury Department labeled the Chinese yuan as "severely undervalued" and urged China to allow timely appreciation of its currency[12] - A survey by Goldman Sachs indicated that the majority of investors expect the yuan to appreciate against the U.S. dollar this year[8] Corporate Earnings - Apple reported a record quarterly revenue of 143.8 billion USD, exceeding Wall Street expectations, with a 38% increase in revenue from China[12] - The anticipated net profit for Sunny Optical Technology is expected to increase by 70% to 75%, reaching approximately 4.589 to 4.724 billion RMB[14] Bilateral Agreements - China and the UK reached 11 positive outcomes during Prime Minister Keir Starmer's visit, including the establishment of a yuan clearing bank in the UK and a reduction in whisky import tariffs from 10% to 5%[12]

Market Performance - The Shanghai Composite Index rose by 0.16% to 4157.98 points, while the Shenzhen Component fell by 0.3% and the ChiNext Index dropped by 0.57%[1] - The Hong Kong Hang Seng Index increased by 0.51% to 27968.09 points, with the Hang Seng Tech Index declining by 1% and the Hang Seng China Enterprises Index rising by 0.42%[1] - The total market turnover in Hong Kong was 3319.942 million HKD[1] Currency and Economic Relations - The U.S. Treasury Department labeled the Chinese yuan as "severely undervalued" and urged China to allow timely appreciation of its currency[12] - China and the UK reached several positive outcomes during Prime Minister Keir Starmer's visit, including the establishment of a yuan clearing bank in the UK[12] Corporate Earnings - Apple reported a record quarterly revenue of 143.8 billion USD, exceeding Wall Street expectations, with a 38% increase in revenue from China[12] - The anticipated net profit for Sunny Optical Technology is expected to increase by 70% to 75%, reaching approximately 4.589 to 4.724 billion RMB[14] - Baidu's expected net profit for the year is projected to increase by 384% to 443%[14] Commodity Market Trends - Gold prices fell from above 5500 USD per ounce, experiencing a significant drop of 5.7% in a single day due to profit-taking and a stronger dollar[12] - Copper prices surged by 10.1%, reaching a historic high of over 14,400 USD per ton, driven by speculative trading in China[12]

每经AI快讯，诺诚健华(09969.HK)高开逾13%，截至发稿，涨13.6%，报13.2港元，成交额1099.56万港 元。 ...

消息面上，诺诚健华发布公告，经财务部门初步测算，公司预计2025年实现营业总收入人民币23.65亿 元左右，同比增长134%左右。公司预计2025年度首次实现扭亏为盈，归属于母公司所有者的净利润为 人民币6.33亿元左右，同比增加人民币10.74亿元左右；预计2025年度归属于母公司所有者扣除非经常性 损益后的净利润为人民币5.34亿元左右，同比增加人民币9.74亿元左右。业绩变化主要由于本年度公司 药品收入持续快速增长及商务拓展(BD)收入增长。 智通财经APP获悉，诺诚健华(09969)高开逾13%，截至发稿，涨13.6%，报13.2港元，成交额1099.56万 港元。 ...